A boutique Investment Management firm based in the West-End of London are currently seeking an experienced IFA Administrator to join their Wealth Management division. You will be working alongside and providing in depth, technical assistance to leading financial planning consultants who advise an UHNW client bank. You will also liaise with fund/investment managers on a daily basis, therefore any candidate who has previous experience within ...
-
Date: 15 May
-
Redhill, Surrey
-
£18,600 - £20,500 per annum, negotiable, pro-rata, inc benefits, OTE
-
3 applications
This is an outstanding opportunity to join one of the UK’s leading Annuity and Equity Release Providers as a JRS Administrator / Financial Services Team Administrator (Generic Industry Terms) on a 6 Month Fix Term Contract based in Reigate, Surrey. The business employs 450 staff and turned over £1Billion in 2010. Going from Strength to strength the business is industry recognised winning the coveted Financial Adviser 5 ...
Our client is a new forward thinking IFA who are enjoying continuous growth within the market place As a guide the main duties will be as follows: Assess new business in accordance with the "Business Submission Standards" within 1 day of receipt. Provide appropriate feedback to individual advisers. Update "Business Quality Statistics". Grant approval for cases that require pre-sale approval...
Our client is a large accounting firm and is regarded as a progressing and professional services firm. Joining this company means that you will be part of a fresh approach, underpinned by a commitment to your development based on a structured training and development programme. They welcome applicants with a strong academic background, excellent communication skills, enthusiasm and an open-minded approach. You should be able to think late...
Our client is a long established accountancy linked IFA firm who currently wish to recruit a Practice/ Office Manager to undertake a number of important business tasks. There are two long serving executive IFA directors with an existing experienced small back office team. They conduct a wide range of Life, Pensions & Investment business for individuals and corporate clients. In particular the candidate wil...
Our client gives specialist advice on business insurance, home and motor insurance, wealth management and financial planning and are currently recruiting for a Wealth Management Paraplanner. KEY RESPONSIBILITIES AND RESULT AREAS: Prepare and maintain client files: Collect quantitative detailed information required to compile a Financial Plan. Ensure that all compliance paperwork is present. Confirm clien...
Our client gives specialist advice on business insurance, home and motor insurance, wealth management and financial planning and is currently recruiting for a Wealth Management Technical Administrator, ensuring all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner and that all service levels are met. KEY RESPONSIBILITIES AND RESULT AREAS: New Clie...
-
Date: 15 May
-
Redhill, Surrey
-
£25,000 - £38,000 per annum, negotiable, pro-rata, inc benefits, OTE
-
3 applications
A pioneering and marketing leading annuity and equity release provider is looking for 6x SD Medical Underwriter ( Official Company Job Title ) Medical Underwriter ( Generic Industry Job Title ) to join it’s rapidly expanding Redhill (Surrey) based team. The business has increased its turnover from £300 Million - £700 Million in the last 18 Months and has grown from 200 to 3...
Responsibilities: EMEA Campus Recruitment Team is responsible for developing and executing Campus Recruitment strategies in order to attract, develop and retain the best MBA talent. EMEA Campus Recruiter will be responsible for: building and maintaining relationships with key business schools in both the UK and Europe managing recruiting activities and events on campus (including budget management) responsi...
IFA Administrator Nottingham Salary £18,000 My client is a very well established IFA with an excellent reputation. They are looking to appoint an experienced IFA Administrator as soon as possible, to cover 9 months maternity leave, so the contract will be for 9 months. Day to day the role will involve: Preparing meeting packs, including provider application forms, compliance...
IFA Administrator York £16,000 - £24,000 (depending on experience and qualifications) plus benefits An opportunity has arisen to join a successful local IFA firm in York. This is an opportunity to join a highly successful IFA firm as an administrator support function to the Directors/IFA's working in the Private Wealth sector. As a Financial Services administrator within this firm, you will provide fu...
Senior Analyst Circa £40,000 Central London Working within the retail sector, our client based in central London requires an experienced Analyst to join the data team. You will be responsible for collating information on various types of economic monitors and produce analysis of the data collected and presenting the data to other members of the business and external parties. Duties will include t...
Self Employed Mortgage Advisor / Self Employed Mortgage Adviser Full CeMAP is essential for ALL applicants NEWS FLASH PROACTIVE MORTGAGE ADVISORS REQUIRED FOR AN EXCELLENT OPPORTUNITY WITH UNCAPPED EARNING POTENTIAL My client is looking for pro-active self-employed mortgage advisors to work for a busy financial services operation with awesome earning potential. My client...
An extremely well established IFA business based in Wolverhampton have an exciting opportunity for an Independent Financial Advisor to join their successful firm which has more than 35 years experience in Wealth Management and financial planning. In return you will receive a base salary of £40,000 pa plus OTE £100,000+ Equity Opportunity. The company has built the business through long term client relationships having d...
Background AXA PPP Healthcare, one of the UK's largest healthcare providers, is currently looking for an Account Manager to join our SME Client Services team. Based in our Leciester Offices, you will be maintaining and grow the relationship between AXA PPP healthcare and our Client Relationship Customers, both broked and direct. The role You will be responsible for account manag...
Carlisle Managed Solutions are currently recruiting for one of our clients who are one of the largest professional services firms in the world and one of the "Big Four" accountancy firms. Our client is a global organisation with a member of firms in more than 140 countries and headquartered in London. Do you have a financial background? Have you got working experience as a Billing Analyst or Credit Controller? ...
RMS Area Manager We have opportunities in this role in London. Planning for success At Barclays we do our best to fulfil all the needs of our customers, no matter how complicated. That's why we need an experienced Area Manager for Retail Mortgage Sales, willing to lead a team of Woolwich Mortgage Advisors and ensure they provide comprehensive mortga...
We are recruiting on behalf of a very large, corporate organisation, experienced in residential sales and lettings of properties throughout the UK. They are seeking bright and talented individuals to join their expanding teams as Mortgage Consultants. The objective of the role will be to provide an effective and efficient mortgage advisory service to customers, ensuring provision of the "best advice" in line with the ...
To support nominated Advisers and clients, ensuring that a competent service is delivered to all. Carrying out research on client’s investments. Drafting of Investment reports on behalf of, and under the direction of Advisers. Completion of advice and completion letters on behalf of Advisers. Occasional face-to-face contact with clients. Dealing with clients on behalf of Advisers and other departm...
The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
-
Date: 4 days ago
-
Bristol, Avon
-
£30,000 - £35,000 per annum, pro-rata
-
4 applications
Company: This IFA firm is already well ahead of the RDR requirements and provides fee based financial planning advice to its loyal and strong client base. With offices on the outskirts of Bristol, they currently have around 15 advisers and a support team at their head office. Successfully trading for well over 10 years, they now are looking for some compliance support to free up the Director. The Role: Working closely w...
Due to strong organic growth and the need for quality paraplanners, our client, a highly reputable local IFA Practice, is looking to further enhance its Support Team with the appointment of two experienced Paraplanners. Our client is very well respected in the Surrey area, having established a large and loyal client bank over the past 30 years. Encompassing a wealth of expertise through a highly successful team of Independ...
Job Purpose The production of due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for sales consultants. Principal Accountabilities Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients<...
Ref: 10240 Employee Benefits Administrator Surrey £18,000 - £23,000 An opportunity has arisen with a financial advisory firm for an Employee Benefits administrator to join their team. Your main responsibilities will include dealing with Employee Benefits applications and protection through the whole process as well as liaising with clients and Advisers. You will also be putting together reason why lette...
Our client is a multi-award winning wealth management IFA firm based in Manchester. To bolster their client proposition they are now keen to recruit a technical paraplanner. The successful candidate will be required to: Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients Provide ...
